AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JS

John R. Simmons

MORRIS GROUP ADVISORY SERVICE,
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 4492497
JS

Professional summary


John Ryan Simmons, who also goes by Jack Simmons, is a registered financial advisor currently at MORRIS GROUP ADVISORY SERVICE, INC located in Indianapolis, Indiana and MORRIS GROUP, INC. located in Indianapolis, Indiana.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. John has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jack Simmons

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SELLS LIFE INS, President. for Morris Group Inc. a Broker Dealer. 8445 Keystone Crossing #240 Indpls. IN 46240 Dec. 2001 25 Weekly Operates a small B/D

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Ryan Simmons's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 2, 2022 - Present

MORRIS GROUP ADVISORY SERVICE, INC

Office #1: 8445 Keystone Crossing Ste 240, Indianapolis, IN 46240
RIA
CRD#: 121706
Indianapolis, IN
Current

January 21, 2002 - Present

MORRIS GROUP, INC.

Office #1: 8445 Keystone Xing Suite 240, Indianapolis, IN 46240
BD
CRD#: 13181
Indianapolis, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(2/25/2002)
IAR
Indiana
(3/2/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/24/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MG
MORRIS GROUP ADVISORY SERVICE, INC
MORRIS GROUP ADVISORY SERVICE, INC

CRD#: 121706 / SEC#:

Indiana
Registered Investment Advisory firm - (1/1/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 217-5440
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts91
AUM (Assets Under Management)$ 18,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORRIS GROUP ADVISORY SERVICE, INC

CRD#: 121706Indianapolis, IN 46240

TRUST BUT VERIFY

Monitor John Simmons

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Tammy Kay Williams
Tammy WilliamsAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.